Julian Hobday, Origination & Execution Director, LGRI, Adolfo Aponte, Managing Director, Lincoln Pensions and Tom Lukic, Trustee, Dalriada, discuss what happens when a pension scheme’s corporate sponsor is acquired by another company and the Mergers & Acquisitions (M&A) agreement includes provisions regarding the pension scheme that makes the sale conditional on the removal of future DB risk. The episode focuses on a recent transaction completed by Legal & General in November 2020, where Lincoln provided strategic advice to the seller.
2023 Pension Risk Transfer trends in the UK and US markets
Being a Vulnerable Customer Champion
Engaging members with their DB pension
Navigating uncertainty: how to use market volatility to your advantage
What sits behind insurer pricing?
City regeneration
What to expect in 2022
S3 E5 - Preparing to come to market
S3 E4 - How the environment impacts mortality
S3 E3 - The history of Legal & General‘s PRT business
S3 E2 - Our PRT transaction with the Nortel Networks UK Pension Plan
S3 E1 - Becoming a Member Nominated Trustee
S2 E9 - Securing a global PRT transaction
S2 E8 - Converting Assured Payment Policies
S2 E7 – Agreeing an umbrella contract
S2 E6 - How the PRT sector can drive forward ESG initiatives
S2 E5 - Helping pension schemes to secure a PPF+ transaction
S2 E4 - What to expect after a transaction
S2 E3 - Creating a better company culture through CSR
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